Investment Officer
Job Title: Investment Officer
Department: Treasury Services
Reports to: Deputy Chief Investment Officer
FLSA Status: Exempt
Location: Indianapolis, IN
Purpose and Background
IU Health’s Investment team believes strongly in performing the work of a top tier investment office, the IU Health way. This is done through the values that are at the core of who we are and the work we do:
Purpose...we work to do good in the lives of all others
Excellence...we do our best at all times and in new ways
Compassion...we treat all people with respect, kindness and empathy
Team...we count on and care for each other
Indiana University Health has nearly 40,000 team members, including more than 3,600 physicians and 1,200 advanced practice providers, and we’re home to the largest nursing network in Indiana with more than 9,000 nursing team members at over 800 sites of care.
IU Health is ranked No. 1 in Indiana by U.S. News & World Report, Riley Children's Health is ranked among the top children's hospitals in the country by U.S. News & World Report.
A unique partnership with the Indiana University School of Medicine – one of the nation’s largest medical schools – gives patients access to groundbreaking research and innovative treatments, and it offers team members access to the latest science and the very best training – advancing healthcare for all.
With 15 hospitals, including seven with Magnet designation and eight with Pathways to Excellence designation, our team members are leading the way through excellence.
At Indiana University Health, your personal and professional growth is a top priority. You will have access to many diverse opportunities to learn and develop in meaningful ways that matter most to you, such as advanced clinical training, leadership development, promotion opportunities and cross training development.
Indiana University Health is invested in the lives of Hoosiers, leading the transformation of healthcare to make Indiana one of the nation’s healthiest states.
Indiana University Health is Indiana’s most comprehensive health system, with 15 hospitals and nearly 40,000 team members serving Hoosiers across the state. We’re looking for team members who are inspired by challenging and meaningful work for the good of every patient. People who are compassionate and serve with a purpose. People who aspire to excellence every day.
The Role
In consultation and collaboration with the Deputy CIO, the IO will assist in the establishment of risk and asset class guidelines for external managers and the recommendation of investment partners. This includes assisting in the sourcing, researching, evaluation, negotiating, structuring and ongoing assessment of these investments. In addition, the IO will also perform related industry, strategy, and market research, to find opportunities that offer prospectively attractive risk adjusted returns. Finally, the IO will assist in the preparation of reports and presentations to stakeholders as well as working with teams to ensure seamless monitoring of the portfolio regarding performance data, exposures, risk, legal and operations.
The ideal IO candidate will have demonstrated Absolute Return investment expertise, with a proven ability to think methodically, strategically, analytically, and critically all while collaborating with the Investment team.
Education/Experience
Bachelor's Degree is required. Master's Degree is preferred.
Requires 5-7 years of relevant experience.
CFA charterholder, CAIA designee or equivalent experience required.
Proficiency using Microsoft applications required. Bloomberg system experience a plus.
Experience in managing equity, credit, real assets or diversifiers required.
Travel
Select domestic and international travel
Indiana University Health is an equal opportunity employer and value diversity and inclusion at IU Health. IU Health does not discriminate on the basis of race, color, religion, sex, sexual orientation, age, disability, genetic information, veteran status, national origin, gender identity and/or expression, marital status or any other characteristic protected by federal, state or local law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Interested applicants can view job description and apply directly to Indiana University Health via their online job portal found here.
